Nonprofit · EIN 81-1125722
INSTITUTE OF APPLIED ACTUARIAL SCIENCE
Tax-exempt · LAGUNA NIGUEL, CA 92677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $80,325 | $128,173 | -$47,848 | $108,291 | -$2,253 | $110,544 |
| December 31, 2023 | 990-PF | $17,301 | $151,472 | -$134,171 | $162,230 | $3,838 | $158,392 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $79,000
- Dividends
- $5
- Net gain from sales of assets
- $1,320
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $57,600
- Disbursements for charitable purposes
- $128,018
- Excise tax on investment income
- $16
Balance sheet and other
- Total assets, start of year
- $162,230
- Total assets, end of year
- $108,291
- Total liabilities, end of year
- -$2,253
- Net assets, end of year
- $110,544
- Fair market value of assets
- $118,896
- Qualifying distributions
- $128,018
- Net investment income
- $1,325
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZHIYI ZHOU 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | CHAIRMAN OF THE BOARD | 5 | $0 |
| JIAXIN WAN 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | BOARD MEMBER | 1 | $0 |
| JEFFERY JOLLEY 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | ACADEMIC BOARD MEMBER | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZHIYI ZHOU 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | CHAIRMAN OF THE BOARD | 5 | $0 |
| JIAXIN WAN 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | BOARD MEMBER | 1 | $0 |
| JEFFERY JOLLEY 10621 BOLSA AVE APT 24, GARDEN GROVE, CA 92843 | ACADEMIC BOARD MEMBER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 23807 ALISO CREEK RD STE 100 RM 12, LAGUNA NIGUEL, CA 92677-3929
- In care of
- % JAZMIN CANDELARIO
- Signed the 990-PF
- ZHIYI ZHOU, CEO AND TREASURER
- Phone
- (714) 482-8016
- Return prepared by
- WEAVER AND TIDWELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-1125722 or by the name INSTITUTE OF APPLIED ACTUARIAL SCIENCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-1125722
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $108,291
- Income (IRS master file)
- $80,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $80,325 | $128,173 | $108,291 | XML |
| 990-PF | December 2023 | $17,301 | $151,472 | $162,230 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1125722).
Questions about INSTITUTE OF APPLIED ACTUARIAL SCIENCE
- What is the EIN of INSTITUTE OF APPLIED ACTUARIAL SCIENCE?
- The employer identification number (EIN) of INSTITUTE OF APPLIED ACTUARIAL SCIENCE is 81-1125722.
- Is INSTITUTE OF APPLIED ACTUARIAL SCIENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to INSTITUTE OF APPLIED ACTUARIAL SCIENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INSTITUTE OF APPLIED ACTUARIAL SCIENCE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INSTITUTE OF APPLIED ACTUARIAL SCIENCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE OF APPLIED ACTUARIAL SCIENCE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of INSTITUTE OF APPLIED ACTUARIAL SCIENCE?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE OF APPLIED ACTUARIAL SCIENCE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $80,325, expenses of $128,173 and total assets of $108,291 at year end.
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